Smallwood Wealth Investment Management »

Ark Etf Tr shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Ark Etf Tr (ARKX) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Ark Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Ark Etf Tr held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ark Etf Tr by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 499 28.98
2025-09-30 $14k 499 28.55
2025-06-30 $12k 499 24.16
2025-03-31 $8.9k 499 17.74

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ea Series Trust Freedom 100 Em (FRDM)
Intercontinental Exchange (ICE)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Wisdomtree Tr Intl Equity Fd (DWM)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Philip Morris International (PM)

View all positions for Smallwood Wealth Investment Management

Top funds holding Ark Etf Tr

LPL Financial
Citadel Advisors
Quadrature Capital
UBS Group
D. E. Shaw & Co
Advisor Group Holdings
Susquehanna International
Jane Street
WJ Wealth Management
Eschler Asset Management
Canal Insurance
Brookstone Capital Management
Marshall Investment Management
Envestnet Asset Management
PFG Investments

View all funds holding Ark Etf Tr